Understanding Team Member Permissions

Xodo Sign uses a role-based permission system to control what each team member can do within a business. There are four team member roles: Super Admin, Manager, Staff, and Read-Only.

Important note about Account Owners

These roles apply only to invited team members. Every Xodo Sign user also has their own standalone account and acts as the Account Owner for that account. Account Owners have all permissions including exclusive access to billing and the ability to delete the business. They do not appear as regular team members because they own the business rather than being invited to it.

Role descriptions

• Super Admin — Full business-level permissions except deleting the business. Cannot change account-level settings (billing, subscription).
• Manager — Can view, create, edit, delete, and use all business documents and templates. Can cancel ongoing documents.
• Staff — Can create, edit, and cancel their own documents. Can use global templates but cannot access other team members' documents.
• Read-Only — Can view and download all business documents and templates but cannot create, edit, or cancel anything.

Key permission differences

• Only Super Admins can invite team members, assign permissions, and change business settings.
• Staff members can only view global templates and edit templates they created themselves.
• Only Account Owners can manage billing and delete the business.

For a full permissions breakdown, see the Document Visibility and Permissions by Role article.